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Category Archives: Appconomy

The Shape of Bubbles – The Madding Crowd

May 23, 2015by D/D Advisors 3 Comments

When capital is cheap, as it is today, it can be very hard to determine if a business is burning cash because it is ‘investing’ so heavily or if it is stuck in an market with unsustainable economics.

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Appconomy, Business Model, Strategy, The Valley

This is not a post about Bubbles

May 14, 2015by D/D Advisors 6 Comments

This post is not about Bubbles, or the popping of Bubbles. If that were the subject, I would have to spend the first few hundred words arguing why I think […]

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Analyst Decoder Ring, Appconomy, Business Model, M&A, The Valley

MWC 2015 – A Year of Substance

March 9, 2015by D/D Advisors Leave a comment

It feels like the last few years, Mobile World Congress (MWC) has been filled with vague concepts and more marketing than substance. I think there is a change in this, […]

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Appconomy, Business Model, IoT

The Global Handset Industry is set for Self-Destruct

March 9, 2015by D/D Advisors 3 Comments

If a person does the same thing over and over again, each time expecting a different outcome, we call that insanity. If dozens of companies in a multi-billion dollar market […]

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Appconomy, Apple, Business Model, China, iOS, Mobile OS, Strategy

Who Should Attend MWC?

February 13, 2015by D/D Advisors Leave a comment

How to approach Mobile World Congress? As I mentioned in my last post, I am now preparing for my trip to Mobile World Congress (MWC) in Barcelona in two weeks. […]

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Appconomy, Components, Google, MWC

What Should We Be Looking For?

February 10, 2015by D/D Advisors 2 Comments

The biggest winners from today’s announcement are likely to be China’s handset OEMs and its mobile operators. And Qualcomm itself did not do so badly.

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Appconomy, Business Model, MWC, Net Neutrality, Networking

China VIE trouble for BABA?

January 29, 2015by D/D Advisors Leave a comment

That didn’t take long. Over the past few months I have been writing (also here and here) about Alibaba (Ticker: BABA). I mentioned one of the key risks with buying BABA […]

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Appconomy, Business Model, China, IPO, Mobile Payments, The Street

CES without the Selfie Sticks: The Affiliate Summit

January 21, 2015by D/D Advisors 1 Comment

I spent the day at the affiliate marketing summit in Las Vegas. This industry was once known as the center of spam. It still draws people pitching nutritional supplements and payday loans, but there are some clear signs of maturity, and is firmly established as part of the marketing stack.

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Appconomy, Business Model, Marketing, Mobile Ads, The Valley

BABA: Portfolio Manager Summary

November 4, 2014by D/D Advisors Leave a comment

Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. […]

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Appconomy, Business Model, China, Marketing, Mobile OS, Mobile Web

The 3 Roles of Alibaba

November 4, 2014by D/D Advisors 2 Comments

Alibaba has a lot going on. Parsing through its S-1 is not an easy task. But I have begun to view the company playing three different roles: Alibaba as a […]

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Appconomy, Business Model, Maps, Marketing, Mobile Web, Stocks, Uncategorized

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